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iShares S&P Growth Allocation Fund shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in iShares S&P Growth Allocation Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $468k 8.8k 53.19
2023-09-30 $435k 8.8k 49.41
2023-06-30 $452k 8.8k 51.45
2023-03-31 $440k 8.8k 50.03
2022-12-31 $415k 8.8k 47.16
2022-09-30 $394k 8.8k 44.81
2022-06-30 $422k 8.8k 47.99
2022-03-31 $480k 8.9k 53.98
2021-12-31 $477k 8.4k 57.06
2021-09-30 $464k 8.4k 55.50
2021-06-30 $468k 8.4k 55.98
2021-03-31 $448k 8.4k 53.59